+202.9%
ZTS vs ARES
+1,145.6%
-942.7%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.3% | +3.8% | +1.3% |
| 7D | +1.0% | -0.3% | +1.4% | +1.1% |
| 30D | +12.4% | +15.3% | -2.9% | +8.4% |
| 3M | +13.6% | -5.4% | +18.9% | +15.1% |
| 6M | +9.3% | +10.0% | -0.7% | +6.1% |
| YTD | -32.6% | -14.7% | -17.9% | -30.9% |
| 1Y | -30.0% | -9.7% | -20.4% | -29.5% |
| 3Y | -48.7% | +35.8% | -84.5% | -55.6% |
| 5Y | -59.3% | +80.9% | -140.2% | -68.5% |
| 10Y | +79.8% | +1,089.9% | -1,010.1% | -6.5% |
| All | +202.9% | +1,145.6% | -942.7% | +55.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ARES.
Daily Out/Under-Performance
Portfolio return minus ARES return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARES return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded ARES wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling